Ad is loading...
Ad is loading...
BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.32
Change-$0.22 (-1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
BVALX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VMVIX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a StrongSell and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. BVALX (2.03B). VMVIX pays higher dividends than BVALX: VMVIX (2.03) vs BVALX (1.61). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. BVALX (17.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). BVALX (27.39) and VMVIX (27.06) have marching annual gain over last year. BVALX return over 5 years is better than : 54.38 vs. VMVIX (47.37).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 14.930 | 17.315 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 30.9B | 7% |
| Annual Yield % from dividends | 1.61 | 2.03 | 79% |
| Returns for 1 year | 27.39 | 27.06 | 101% |
| Returns for 3 years | 17.11 | 13.52 | 127% |
| Returns for 5 years | 54.38 | 47.37 | 115% |
| Returns for 10 years | N/A | 96.63 | - |